Macro· ★★★· bullish·

Howell: debt maturity wall will force money printing, buy gold and bitcoin on dips

  • —Howell says US nominal growth is the strongest since the mid-1980s or early 1990s
  • —Liquidity drain shows in Russell 2000 weakness and widening junk-bond spreads
  • —Pandemic-era low-rate debt maturities will force large-scale money creation
  • —Short-dated Treasuries could reach about 30% of US debt outstanding this term
Why it matters: Reinforces the bitcoin-as-inflation-hedge thesis and suggests large buyers may accumulate on dips.
Source: TokenPost